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Schwab US Large-Cap Growth ETF
SCHG

828 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 311 increasing their positions, 321 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $1.77M

3% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 321

4% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 70

5% less capital invested

Capital invested by funds: $9.55B → $9.1B (-$446M)

1% less funds holding

Funds holding: 840 → 828 (-12)

5% less funds holding in top 10

Funds holding in top 10: 130 → 123 (-7)

209.11% less ownership

Funds ownership: 430.37% → 221.26% (-209%)

Holders
828
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.06%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.94%
New
67
Increased
311
Reduced
321
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$92.4M
2
FFN
Focus Financial Network
Minnesota
+$76.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$75.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$66.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
TWP
Transparent Wealth Partners
Arkansas
-$34.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$31.4M
3
TI
Tidal Investments
Wisconsin
-$31.2M
4
PFG
Piershale Financial Group
Illinois
-$28.1M
5
TWM
Triton Wealth Management
Arizona
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
801
Nauset Wealth Management
Connecticut
$10K +$9.48K +520 New
NDSI
802
Newman Dignan & Sheerar Inc
Rhode Island
$8.94K -$390K -21,412 -4%
AWM
803
Accel Wealth Management
Iowa
$8K – – –
PMFA
804
Plante Moran Financial Advisors
Michigan
$8K – – –
SJIA
805
St. James Investment Advisors
New York
$8K – – –
AAP
806
Arax Advisory Partners
Colorado
$6K -$3.65K -200 -37%
CSB
807
City State Bank
Iowa
$6K – – –
ME
808
McIlrath & Eck
Washington
$6K – – –
BW
809
Bison Wealth
Georgia
$5K – – –
CMA
810
Cedar Mountain Advisors
Oregon
$5K – – –
CAM
811
Costello Asset Management
Pennsylvania
$5K – – –
NFSG
812
Newbridge Financial Services Group
Florida
$5K – – –
FMP
813
Financial Management Professionals
Texas
$4K -$4.08K -224 -50%
AA
814
Addison Advisors
Vermont
$3K – – –
BCMIO
815
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$3K – – –
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
HS
818
Horan Securities
United States
$2K – – –
LAS
819
Lloyd Advisory Services
Georgia
$1K -$45.2K -2,480 -97%
IHWM
820
Iron Horse Wealth Management
Iowa
$1K -$20K -1,096 -96%
HCP
821
Hexagon Capital Partners
Arkansas
$1K – – –
HR
822
Howe & Rusling
New York
$1K – – –
LFA
823
Level Financial Advisors
New York
$1K – – –
MA
824
Montag & Associates
Georgia
$1K – – –
TWP
825
Transparent Wealth Partners
Arkansas
– -$34.1M -1,665,744 Closed
31 32
33
34 35

SCHG Hedge Fund Activity: Q1 2022 in Review

828 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2022, worth a combined $9.1B — down 4.7% from $9.55B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SCHG and 67 opened new positions — a net loss of 3 holders — while 321 trimmed existing stakes and 311 added.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $92.4M. The largest seller was Transparent Wealth Partners, exiting entirely with an estimated $34.1M sold.

  • 828 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2022, down from 840 in Q4 2021.
  • Funds reported $9.1B of Schwab US Large-Cap Growth ETF stock for Q1 2022, down 4.7% quarter-over-quarter.
  • 67 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2022 and 70 closed out, a net change of -3 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $92.4M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2022 was Transparent Wealth Partners, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2022.